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AI and Creative Destruction

Thoughts from the Frontline

AI and Creative Destruction

Are EM Bonds the Most Obvious Trade in the World?

Global Macro Update

Are EM Bonds the Most Obvious Trade in the World?

Billboard Stamina in the Digital Age

Dividend Digest

Billboard Stamina in the Digital Age

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Ed D'Agostino

Ed D'Agostino
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LATEST VIDEOS

More Free Research

The Coming Crisis: Fingers of Instability

Thoughts from the Frontline

The Coming Crisis: Fingers of Instability

This letter is a little different. I am indeed working on my book about what I believe is a coming crisis by reviewing five different cycle theories. They all arrive at a similar scenario from different points of view, but they all suggest a crisis occurring sometime around the end of this decade or perhaps shortly thereafter. And all for different reasons. One background element ties them together, which is the subject of today’s letter.

27

Feb

The Bond Market Is Telling You Something

Global Macro Update

The Bond Market Is Telling You Something

I’ve been tracking economic trends and reading economist reports for three decades. The post-COVID period ranks among the most unclear of my career when it comes to economist consensus.

27

Feb

The Market Rotation Is Here

Dividend Digest

The Market Rotation Is Here

Investor sentiment last year felt like watching a tennis match. I was trying to keep my eye on the ball as it volleyed back and forth between fear and greed.

25

Feb

The Oil Glut That Wasn’t

Global Macro Update

The Oil Glut That Wasn’t

If you remember Saturday mornings with Schoolhouse Rock!, you probably remember waiting in lines at the gas station to fill the tank of the family station wagon.

20

Feb

Conflicting Data, Conflicting Results

Thoughts from the Frontline

Conflicting Data, Conflicting Results

Is inflation rising or falling? Is unemployment solid or are there significant issues? Given the massive revisions of labor data, how can we base decisions on employment numbers? And what happens when the various collected data conflicts with themselves?

20

Feb

International Travel Got Me Thinking About Dividends

Dividend Digest

International Travel Got Me Thinking About Dividends

Don’t forget about foreign taxes.

18

Feb

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Every week, Ed D'Agostino—our publisher and COO—interviews leading economic, geopolitical, and investment experts to help you get ahead of major trends and market shifts.

 

 

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Global Macro Update

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